We can help you with any part of the probate process, whether that would be dealing with only the technical matters such as obtaining the Grant of Probate and Inheritance tax accounts or everything from registering the death to the final distribution.
We will review the circumstances and the level of support you require at the initial meeting. We will provide you with the estimate of costs so that you may consider and choose the most suitable service for you.
Our experts
Our specialist lawyers have been working in this field for the last 20 years and bring a wealth of experience as well as compassion to guide you through the most difficult times. You will have direct access to our experts who provide the personal service in the way that suits you.
Claire Trueman – page link
Donata Crossfield – page link
Pricing
Our fees are calculated based on the hourly rate of £300+VAT. VAT is payable at a rate of 20%.
*Expenses to third parties may change from time to time and if so, we will provide you with the necessary details.
Fees
£1400+VAT (£1,680.00)
Non-taxable excepted estates where the value of estate is up to £650,000 for married persons or £325,000 single persons and the full Inheritance Tax account is not necessary
Expenses to third party
- Court fees £300 for application
- £16.00 per copy of the grant
- ID checks £9.60 per person
- Land title check £8.80 each
- Bankruptcy checks £7.80 per person
- Certainty Will search if necessary £126
- Will retrieval costs if necessary of around £50
- Any overseas beneficiary/executor checks – quote of services will be provided when necessary
What is included
- Initial meeting.
- Preparing a schedule of assets and liabilities of the estate based on the information provided by you.
- Preparing the appropriate probate application documents
- Applying for and obtaining The Grant of Representation.
- All correspondence, telephone calls, meetings etc.
Fees
£2800+VAT (£3360.00)
Non-taxable estate for spouse/civil partner or where the entire estate passes to charity valued more than £650,000 but up to £3M, no full Inheritance Tax account is necessary
Expenses to third party
- Court fees £300 for application
- £16.00 per copy of the grant
- ID checks £9.60 per person
- Land title check £8.80 each
- Bankruptcy checks £7.80 per person
- Certainty Will search if necessary £126
- Will retrieval costs if necessary of around £50
- Any overseas beneficiary/executor checks – quote of services will be provided when necessary
What is included
- Initial meeting.
- Preparing a schedule of assets and liabilities of the estate based on the information provided by you.
- Preparing the appropriate probate application documents
- Applying for and obtaining The Grant of Representation.
- All correspondence, telephone calls, meetings etc.
Fees
£3150+VAT (£3,780.00)
Non-taxable estates where an Inheritance Tax account is necessary because is it is necessary to claim residence nil rate band for the gift of property to direct descendants
Expenses to third party
- Court fees £300 for application
- £16.00 per copy of the grant
- ID checks £9.60 per person
- Land title check £8.80 each
- Bankruptcy checks £7.80 per person
- Certainty Will search if necessary £126
- Will retrieval costs if necessary of around £50
- Any overseas beneficiary/executor checks – quote of services will be provided when necessary
What is included
- Initial meeting.
- Preparing a schedule of assets and liabilities of the estate based on the information provided by you.
- Preparing Inheritance Tax account and submitting the same to HMRC
- Obtaining the necessary permission from HMRC to proceed to probate
- Preparing the appropriate probate application documents
- Applying for and obtaining The Grant of Representation.
- All correspondence, telephone calls, meetings etc.
Fees
£4550+VAT (£5460.00)
Taxable estate up to the value of £1M because it exceeds Nil Rate Band of £325K or £650K and there are no direct descendants
Expenses to third party
- Court fees £300 for application
- £16.00 per copy of the grant
- ID checks £9.60 per person
- Land title check £8.80 each
- Bankruptcy checks £7.80 per person
- Certainty Will search if necessary £126
- Will retrieval costs if necessary of around £50
- Any overseas beneficiary/executor checks – quote of services will be provided when necessary
What is included
- Initial meeting.
- Preparing a schedule of assets and liabilities of the estate based on the information provided by you.
- Preparing Inheritance Tax account and submitting the same to HMRC
- Calculating tax due and arranging for payment to HMRC
- Obtaining the necessary permission from HMRC to proceed to probate
- Preparing the appropriate probate application documents
- Applying for and obtaining The Grant of Representation.
- All correspondence, telephone calls, meetings etc.
Fees
£6650+VAT (£7980.00)
Taxable estates valued over £1M but up to £2M
Expenses to third party
- Court fees £300 for application
- £16.00 per copy of the grant
- ID checks £9.60 per person
- Land title check £8.80 each
- Bankruptcy checks £7.80 per person
- Certainty Will search if necessary £126
- Will retrieval costs if necessary of around £50
- Any overseas beneficiary/executor checks – quote of services will be provided when necessary
What is included
- Initial meeting.
- Preparing a schedule of assets and liabilities of the estate based on the information provided by you.
- Preparing Inheritance Tax account and submitting the same to HMRC
- Calculating tax due and arranging for payment to HMRC
- Obtaining the necessary permission from HMRC to proceed to probate
- Preparing the appropriate probate application documents
- Applying for and obtaining The Grant of Representation.
- All correspondence, telephone calls, meetings etc.
Fees
£6650+VAT (£7980.00)
Taxable estates valued over £1M but up to £2M
Expenses to third party
- Court fees £300 for application
- £16.00 per copy of the grant
- ID checks £9.60 per person
- Land title check £8.80 each
- Bankruptcy checks £7.80 per person
- Certainty Will search if necessary £126
- Will retrieval costs if necessary of around £50
- Any overseas beneficiary/executor checks – quote of services will be provided when necessary
What is included
- Initial meeting.
- Preparing a schedule of assets and liabilities of the estate based on the information provided by you.
- Preparing Inheritance Tax account and submitting the same to HMRC
- Calculating tax due and arranging for payment to HMRC
- Obtaining the necessary permission from HMRC to proceed to probate
- Preparing the appropriate probate application documents
- Applying for and obtaining The Grant of Representation.
- All correspondence, telephone calls, meetings etc.
Fees
Hourly rate of £350+VAT (£420) for the work carried out in making the application and obtaining the Grant of Representation where the estate is valued from £2M to 3M and the estate is taxable
An estimate of costs will be provided based on the complexity of the matter and the level of work and time required – minimum cost £5000+VAT (£6,000)
Expenses to third party
- Court fees £300 for application
- £16.00 per copy of the grant
- ID checks £9.60 per person
- Land title check £8.80 each
- Bankruptcy checks £7.80 per person
- Certainty Will search if necessary £126
- Will retrieval costs if necessary of around £50
- Any overseas beneficiary/executor checks – quote of services will be provided when necessary
What is included
- Initial meeting.
- Preparing a schedule of assets and liabilities of the estate based on the information provided by you.
- Preparing Inheritance Tax account and submitting the same to HMRC
- Calculating tax due and arranging for payment to HMRC
- Obtaining the necessary permission from HMRC to proceed to probate
- Preparing the appropriate probate application documents
- Applying for and obtaining The Grant of Representation.
- All correspondence, telephone calls, meetings etc.
How long will this take?
Where the estate is exempt from completing the full HMRC Inheritance tax account, obtaining the grant of probate can take up to 12 weeks if there is a Will.
Where the estate needs to submit the full HMRC account or there is no Will, then the process can take 16 weeks or longer.
